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Introduction to EU-SILC

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AGENDA

1. Scope of the instrument

2. Organization of the data

3. Main statistical concepts

4. Information sources

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1. Scope of the SILC Instrument - OVERVIEW

Annual data: cross-sectional and longitudinal (4-years-traces)

Information on both households and individuals (micro level)– Income and tax – Material deprivation– Housing conditions– Employment, Childcare– Health, Education

Output harmonization– Definition of target concepts/variables to be measured– Standardized output (format and content)– Common guidelines monitored by Eurostat

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1. Scope of the SILC Instrument - CONTENT

Participating countries (by first year of implementation)

2003: BE, DK, EL, IE, LU, AT, NO2004: EU-12 + IS, EE2006: EU-25 + TR, BG2007: EU-27 2010: HR+ tests in FYROM, Serbia, Montenegro

Reference population:

All private households and their current membersExcluded: people in collective households and institutions

Sample size

Minimum precision criteria for key indicator, to produce results both at country and EU level (precision of at-risk-of-poverty rate of 1%)

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1. Scope of the SILC Instrument - SPECIFIC TOPICS

Topics covered in the annual modules2005: Intergenerational transmission of poverty;2006: Social participation; 2007: Housing conditions;2008: Over-indebtedness and financial exclusion;2009: Material deprivation;2010: Intra-household sharing of resources;2011: Intergenerational transmission of disadvantages (~2005);2012: Housing conditions (~2007); 2013: Well-being;2014: Material Deprivation

Variables included in the cross-sectional data

EC-Regulation for each module

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2. Organization of the data – BACKGROUND

Regulations (European Law):– Clear specifications of deliverables – Obligation of Member States to deliver data – Harmonisation guidelines to be followed

Implementation:– Surveys designed & carried out nationally– Microdata validated first nationally then by Eurostat– Indicators (aggregated data) computed and disseminated– National and EU quality reports

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2. Organization of the data – OVERVIEW

National flexibility in the implementation:Source: survey and/or registers (DK, NL, SI, FI, SE, IS, NO)Fieldwork: one-shot (≠ length) or continuous surveyIncome reference period: fixed or moving 12-monthsImputation method for income variablesSurvey design

Logic of the data files:Linkable 4 files per country and year2 household files 2 personal files, personal-ID derived from household-IDLongitudinal and cross-sectional files cannot be linked !!!

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2. Organization of the data – CONTENT

Structure of the data files:

Household register (D-file) – Region, Deg_Urba, HH-weight, …

Household data (H-file) – Income, Material Deprivation, …

Personal register (R-file) – Age, Gender, Personal weights, …

Personal data (P-file) only for 16+ – Health, Labour, Education, …

Module variables: Usually P- and/or H-file

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2. Organization of the data – PROCESSING

Fieldwork in countries in year N

Data transmission to Eurostat by November N + 1Final checking (1-2 weeks)Upload of indicators (every mid-month)Compilation of explanations & quality reports

Data release to researchers (UDB) in March N + 2Including revisions from the previous 1-2 operations

Longitudinal data: same process, around 6 months later

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2. Organization of the data – ANONYMISATION

Some common rules for the UDB data:

Region: changed from NUTS2 to NUTS1

Time of interview: month of interview recoded into quarter

Age: month of birth variables recoded into quarter

Dwelling type: number of rooms top-coded to 6+

Origin: country of birth and citizenship regrouped in : survey country, EU, non-EU, world

Additionally, some country-specific provisions

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3. Main statistical concepts – BACKGROUND

Typology of variables – Discrete (nominal, ordinal, binary) & Continuous (i.e. income)

Statistical units –households with specific characteristics–persons with specific characteristics–Persons living in households with specific characteristics

Usage of weights –All private households - DB090–All people living in private households - RB050–16+ people living in private households - PB040–Selected respondent - PB060

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3. Main statistical concepts – INCOME DISTRIBUTION

Background information:– All Income data in the UDB is in Euro– Exchange rates & PPP provided in the data

Living standards – affected by income, size and composition of the households– Equivalisation of household income = HY020 – Equivalisation scale – a convention on needs– Results in equivalised disposable income on personal level = HX090– All persons of a household 'receive' the same amount, don't sum it!!!

Example: Share and cut-off points of percentiles

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3. Main statistical concepts – INCOME DISTRIBUTION

Income Deciles per Year and Country

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3. Main statistical concepts – POVERTY RATE

Basis – monetary concept of relative poverty – Total household disposable income– Modified OECD equivalence scale (result = HX090)– Threshold = 60% of the median income BY COUNTRY

Technics– Binary variable HX080 (poor / not poor) on personal=household level– All persons receive the poverty status of their household– RB050 is used for weighting

Interpretation – Share of people living in households with disposable income below the poverty line

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3. Main statistical concepts – POVERTY RATE

At-risk-of poverty rate – INDICATORS VALUES

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3. Main statistical concepts – POVERTY AND SOCIAL

EXCLUSION Basis

– Poverty rate– Severe Material Deprivation Rate– Low Work Intensity Households

Technics = Statistical Union– Binary variable HX080 (poor / not poor) – Binary Variable HX110 (deprived / not deprived)– Low Work Intensity Status RX050 (working below 20% of the time)– RESULT = RX070

Interpretation – Share of people being at risk of poverty or social exclusion

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3. Main statistical concepts – POVERTY AND SOCIAL EXCLUSION

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4. Information Sources – OVERVIEW

Documentation on the CD-ROM– OPEN FIRST . doc– Guidelines_DOC065_2010 . pdf– Differences between data collected and UDB . doc– Problems and modifications . xls

SILC homepage– Eurostat Statistics Income and Living Condition– Data, Methodology, Legislation, Quality, Publications

CIRCABC, EU-SILC user group, Library– 4.1. User Database – more information– 3.2. Indicators – all programs of Eurostat for indicators

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4. Information Sources – SILC homepage

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Thank you for your attention

Questions and comments

Ideas for improvement

Additional remarks in writing: Boyan.Genev@ec.europa.eu